Baird Financial Group’s HEICO Class A HEI.A Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $975K | Sell |
3,769
-180
| -5% | -$46.6K | ﹤0.01% | 1218 |
|
2025
Q1 | $833K | Buy |
3,949
+69
| +2% | +$14.6K | ﹤0.01% | 1239 |
|
2024
Q4 | $722K | Buy |
3,880
+613
| +19% | +$114K | ﹤0.01% | 1273 |
|
2024
Q3 | $666K | Sell |
3,267
-9
| -0.3% | -$1.83K | ﹤0.01% | 1288 |
|
2024
Q2 | $582K | Sell |
3,276
-139
| -4% | -$24.7K | ﹤0.01% | 1333 |
|
2024
Q1 | $526K | Buy |
3,415
+419
| +14% | +$64.5K | ﹤0.01% | 1365 |
|
2023
Q4 | $427K | Sell |
2,996
-302
| -9% | -$43K | ﹤0.01% | 1409 |
|
2023
Q3 | $426K | Sell |
3,298
-545
| -14% | -$70.4K | ﹤0.01% | 1390 |
|
2023
Q2 | $540K | Sell |
3,843
-107
| -3% | -$15K | ﹤0.01% | 1319 |
|
2023
Q1 | $537K | Sell |
3,950
-361
| -8% | -$49.1K | ﹤0.01% | 1298 |
|
2022
Q4 | $516K | Buy |
4,311
+420
| +11% | +$50.3K | ﹤0.01% | 1285 |
|
2022
Q3 | $446K | Buy |
+3,891
| New | +$446K | ﹤0.01% | 1326 |
|